IRM icon

Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
576
Evelyn V. Moreno
$224K +$224K +4,600 New
AWM
577
Apollon Wealth Management
South Carolina
$222K +$40.9K +839 +23%
WG
578
Welch Group
Alabama
$221K
CS
579
Comerica Securities
Michigan
$220K +$8.82K +179 +4%
BFS
580
Bradley Foster & Sargent
Connecticut
$219K
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$216K -$9.03K -185 -4%
FTDI
582
First Trust Direct Indexing
Massachusetts
$216K +$34.6K +710 +19%
VI
583
Versor Investments
New York
$216K +$216K +4,439 New
TL
584
Tradewinds LLC
North Carolina
$214K +$214K +4,398 New
HWM
585
HB Wealth Management
Georgia
$212K +$10.9K +225 +5%
Acadian Asset Management
586
Acadian Asset Management
Massachusetts
$210K +$88.2K +1,811 +72%
XF
587
XML Financial
Maryland
$209K -$8.23K -169 -4%
BCI
588
Brinker Capital Investments
Pennsylvania
$209K +$1.85K +38 +0.9%
MGP
589
Metis Global Partners
California
$207K -$15.4K -317 -7%
CBOR
590
Community Bank of Raymore
Missouri
$207K
IWM
591
IHT Wealth Management
Illinois
$200K +$4.57K +94 +2%
S
592
SignatureFD
Georgia
$195K -$98 -2 -0%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$194K +$6.51K +134 +3%
AIP
594
Ameritas Investment Partners
Nebraska
$192K
AA
595
Addison Advisors
Vermont
$190K
S
596
Surevest
California
$175K
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$174K +$15.5K +318 +10%
IA
598
IFP Advisors
Florida
$172K
PFGIA
599
Patriot Financial Group Insurance Agency
Massachusetts
$170K -$29.6K -608 -15%
EI
600
Ellevest Inc
New York
$162K +$98.5K +2,018 +155%